Wealthcare Solutions, LLC

Wealthcare Solutions advises successful business owners, accomplished professionals, and individual clients, delivering comprehensive financial planning and ongoing wealth management through subscription planning and advisory engagements. The firm combines financial planning services with portfolio management for individual investors, working with clients under written agreements to define services and responsibilities.

Investment decisions are guided by a proprietary blend of fundamental, technical, and cyclical analysis and implemented through similarly managed model portfolios composed of ETFs, mutual funds, and individual securities, with quarterly rebalancing and an emphasis on Modern Portfolio Theory. Wealthcare customizes investment policy statements for clients, manages accounts on discretionary or non-discretionary bases, and may include alternative investments or private placement opportunities for qualified investors.

Distinctively, Wealthcare advises on investment products that are not held at its primary custodian — including variable annuity and variable life insurance contracts — and may recommend private placement securities, a service mix that is uncommon among peers. The firm also delivers planning via a digital subscription platform (MyWealthLink) and operates under custodial arrangements that include standing letters of authorization for transfers, which affect how it implements and monitors client assets.